About the client

The client is a US-based Educational Service provider offering a plethora of personalized training options and tailormade courses for students based on their preferred delivery mode – Virtual, Instructor-Led, Classroom, and On-premises. 

The Challenge

Salesforce is one of the best CRM applications to improve sales and after-sales services, delivering superlative customer experiences. The client uses Salesforce and NetSuite as the Financial and Accounting systems. Salesforce CRM captures opportunities. These opportunities pass all compliance checks and are converted into sales orders, which are then transferred to NetSuite. Invoicing is done against these sales orders and managed on NetSuite. 

Information transfer from Salesforce to NetSuite for accounting and compliance was a manual task. This manual processing exposed the client to data ambiguity and human error. 

Our Solution

Process automation is a cost-effective way of accomplishing specific tasks, reducing man-hours, minimizing human errors, and allocating resources better. CoreFlex’s IT team came into the picture when the previous IT specialists left tasks incomplete. CoreFlex picked up the incomplete task and helped in the end-to-end automation of the process.  

From project discovery to identifying the scope and timelines, CoreFlex experts ensured every touchpoint was leveraged optimally for better delivery of outcomes.  

Integrations were planned and executed in Opportunity, Opportunity Products, Account, Product, Contact, and User. Seamlessly syncing and re-syncing through buttons and automation, leaving no data points untouched.  

A complete SDLC cycle was followed with Dev, QA testing, UAT, Production Release, and Hyper care Support. Finally, experts identified and integrated an Error Logger as a value addition to quickly detect errors and come up with a solution.  

The Overall Integration highlights were:

  • 18 User stories  
  • 3 CRs 
  • 6 Sprints of 2 Weeks each 
  • 125 Story Points 
  • RESTful API for Integration 

Value delivered

Elimination of manual data sync between Salesforce and NetSuite

Turned and incomplete automation framework into a full-fledged system

Improved employee productivity and a healthy bottom line

End to end process integration from Salesforce to NetSuite